HomeMy WebLinkAbout05-22-15 PETITION FOR GRANT OF LETTERS
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
Petitioner(s)named below,who is/are 18 years of age or older,apply(ies)for Letters as specified below,and in support thereof aver(s)the
following and respectfully request(s)the grant of Letters in the appropriate form:
Peter F.Mack
DecedenYs Information r
Name: Anneliese Mack File No: 21-15 "'—��l
a/k/a: (Assigned by Register)
a/k/a:
a/k/a: Social Security No:
Date of Death: 04/01/2015 Age at Death: 83
Decedent was domiciled at death in Cumberland County, pq (State)with his/her last
principal residence at 2207 Fenwick Avenue,17055 Upper Allen Cumberland
Street address,Post Office and Zip Code City,Township or Borough County
Decedent died at 210 Big Spring Road Newville Cumberland PA
Street address,Post Office and Zip Code City,Township or Borough County State
Estimate of value of decedenYs property at death:
If domiciled in Pennsylvania...................... All personal property $ 10,000.00
If not domiciled in Pennsylvania................ Personal property in Pennsylvania $
Ifnotdomiciledin Pennsylvania................ Personal property in County $
Value of rea/estate in Pennsylvania.........................•-•-•••••••••••........................... $
TOTAL ESTIMATED VALUE $ 10,000.00
Real estate in Pennsylvania situated at
(Attach additiona/sheets,if necessary.)
Street address,Post Office and Zip Code City,Township or Borough Counry
�A. Petition for Probate and Grant of Letters Testamentarv
Petitioner(s)aver(s)that he/she/they is/are the Executor(s)named in the Last Will of the Decedent,dated 01/28/2000 and Codicil(s)
thereto dated
State relevant circumstances(e.g.,renunciation,death of executo�,etc.)
Except as follows:after the execution of the instrument(s)offered for probate,Decedent did not marry,was not divorced,was not a party to a pending
divorce proceeding wherein the grounds for divorce had been established as defined in 23 Pa.C.S.§3323(g),and did not have a child born or
adopted;and Decedent was neither the victim of a killing nor ever adjudicated an incapacitated person.
�NO EXCEPTIONS � EXCEPTIONS
❑ B. Petition for Grant of Letters of Administration (If appiicable)
c.t.a.,d.b.n.,d.b.n.c.t.a.,pedente lite,durente absentia.durante minoritate
If Administration,c.t.a or d.b.n.c.t.a.,Pnter date of Will in Section A above and comnlete li�t of heirs.
Except as follows:Decedent was not a party to pending divorce proceedin9 wherein the grounds for divorce had been established as defined
in 23 Pa.C.S.§3323(g)and was neither the victim of a killing nor ever ad�udicated an incapacitated person.
�NO EXCEPTIONS � EXCEPTIONS
Petitioner(s),after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse(if any)and heirs(attach
additional sheets,if necessary): � c� �
C `._r-t �7 �-ry
i
Name Relationship Address r�i '�' '.�a r� �
-� �.�: � � { c..':�
. r..,_ N I ` 1
` .' _,� �~;>
� , "�1
p_.
� rv-- r.....,�
� r)
Form RW-02 rev.10-11-2011 Copyright(c)2011 form soflware only The Lackner Group,Inc. 4/,,,� / Page t of 2
, ���
�' III�l�i lfflf "
Oath of Personal Representative Official Use Only
COMMONWEALTH OF PENNSYLVANIA }
} SS:
COUNTY OF Cumberland }
Petitioner(s)Printed Name Petitioner(s)Printed Address
Peter F.Mack 2207 Fenwick Avenue
Mechanicsburg,PA 17055 �
� ,__,�
�
I'T] �
''"~ � -'� C'7
,.:.-7 _� ;� r"�j G�
",'r-� ,.,� --c ,'.�) ;.z"J.
fV �;�
- _ >
.:' -� 'r�
F--+ --- r">
i--_..� i_ti C"�-�
The Petitioner(s)above-named swear(s)or affirm(s)the statements in the foregoing Petition are true and correct to the best of the�led�'a '
belief of Petitioner(s)and that,as Personal Representative(s)of the De�ced t,P 'tioner(s)will ell and truly administer the estate according to w.,
Sworn to or affirmed an subscribed before p 'v ��'�" '��'7 Date -S ����s
me t '$ 'd�y of ,�� oate
f ' `� � Date
By:
or the Register Date
BOND Required? � YES ❑X NO To the Register of Wills:
Please enter my appearance by my signature below:
FEES:
G� c^
Lette�r .......................................... $ � Attorney Signature:
( �)Short Certificate(s)......... � �� _
� ���;Y� ��
( / )Renunciation(s).............. e�j: c�' l�Cr�.. —•'S � 4 o f�Q ,
( )Codicil(s)........................
( )Affidavit(s)...................... Printed Name: Jessica Fisher Greene Esq.
Bond............................................. Supreme Court
Commission.................................. ID Number: 310018
Other
��� �C`� Firm Name: Keystone Elder Law P.C.
Address: 555 Gettysburg Pike
' Ste C100
� r� � �-�;4,
Mechanicsburg,PA 17055
Phone: 717-697-3223
Automation Fee............................ '��'
Fax:
JCSFee....................................... .,S�C
$ — E-mail: jessica@keystoneelderlaw.com
TOTAL......................................... .
DECREE OF THE REGISTER
Date of Death: 04/01/2015
Social Security No:
Estate of Anneliese Mack File No: 21-15 ""��7r
a/k/a:
AND NOW, �
!�J '� ,in consideration of the foregoing Petition,
satisfactory proof having been prese d before me, IT IS DECREED that Letters Testamentarv
are hereby granted to Peter F.Mack
in the above estate and(if applicable)that the instrument(s)dated 01/28/2000
described in the Petition be admitted to probate and filed of record a the I Will(a d C )) cedent.
�
egister of Wills
Copyright(c)2011 form software only The Lackner Group,Inc. e 2 of
�"'""� III�B ll��lf�lf� °
REGISTER OF WILLS CERTIFICATE OF
CUMBERLAND COUNTY GRANT OF LETTERS
PENNSYLVANIA
,
oF cu�y "
�,�`� r,� � e�� No. 2015- 00571 PA No. 21- 15- 0571
�9 Es ta te Of: ANNELIESE MACK
O D "�1 (First,Midd/e,Lastl
� `v
� La te Of: UPPER ALLEN TOWNSHIP
CUMBERLAND COUNTY
�
Deceased
Soci al Securi ty No:
1750
WHEREAS, on the 22nd day of May 2015 an instrument dated
January 28th 2000 was admitted to probate as t.he. last will of
ANNELIESE MACK
(FirsL Midd/e,LasU
late of UPPERALLENTOWNSH/P, CUMBERLANDCounty,
who died on the lst day of April 2015 and,
WHEREAS, a true copy of the will as probated .is annexed hereto.
THEREFORE, I, L/SA M. GRAYSON, ESQ. , Register of Wills in and
for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby
certify that I have this day granted Letters TESTAMENTARY to:
PETER F MA CK
who has duly qualified as EXECUTOR(R/X)
and has agreed to administer the estate accord.ing to law, all of which
fully appears of record in my office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYL VANIA.
�.y IN �STIMONY WHEREOF, I have hereunto set my hand and affixed the seal
�, r.,'� c.:
of�,,nr�; of�i ce on the 22nd da y of Ma y 2015.
f.> ;,,._. r-.,(
! ± '� � �� �� . �
c : �-
r : ' n� G..,I Register o
L,� i C�J ,._.i
[.::y ; .} .
C'_ C':,, �-- C_J � � l.:; �. 4
c�7 ��j �� C� �.,a � Deputy
� �- :--�-'+ � G.7
� c-.�
c..
**NOTE** ALL NAMES ABOVE APPEAR (FIR.ST, MIDDLE, LAST)
The Anrreliese Mack Pour Over Will
LAST WILL AND TESTAMENT
rv
(Pour-Over �ll) " � � �
�
Of � � � " �
�.,...3 �'x'.7
'"TJ -C i�7 �%7
t :":I C'' __� C-?
, .-....
.:. i N ,'i-�
._.,
.. � N �'_.:�
Anneliese Mack - >
� -�, � �, _.;.,
__ --�,
. �.:� _..
_. ; ��, �: �.->
I, ANNELIESE MACK, a resident of the Township of Fairview, County of Yo�k� ��� �-,
Commonwealth of Pennsylvania, which I declare to be my domicile, do hereby make3 -n
publish, and declare this to be my LAST WILL ANID TESTf1MENT, hereby revoking all
Wills and Codicils at any time heretofore made by me.
FIRST: Declaration Concerning Family. I declare that I am married and that my
husband's name is Fritz K. Mack. I have two (2) children, namely: Marianne R. Mack
and Peter F. Mack.
SECOND: Nomination and Appointment of Executor. I hereby nominate and appoint
Fritz K. Mack to be my Executor hereunder, to serve without bond. In the event my
nominee fails to become or at any time ceases to be the duly appointed and acting
Executor hereunder, I nominate Marianne R. Mack and Peter F. Mack jointly as
Executor, to serve without bond. The term "Executor" as used herein shall apply
regardless of gender.
THIRD: Debts, Taxes and Administration Expenses; Powers of Executor. I have
provided the payment of all of my debts, expenses of administration of property wherever
situated passing under the Last Will and Testament or otherwise, and estate, inheritance,
transfer, and succession taxes, other than any tax on a generation-skipping transfer that is
not a liability of my Estate (including interest and penalties, if any) that become due by
reason of my death, under The Fritz K Mack and Anneliese Mack Revocable Living
Trust, signed earlier this day and bearing the same date as this Last Will and Testament,
(The "Revocable Trust") or if my husband predeceases me, under the TRUST A created
by said Revocable Trust. If the Revocable Trust assets should be insufficient for these
purposes, my Executor shall pay any unpaid items from the residue of my Estate passing
under this Last Will and Testament, without apportionment or reimbursement. In the
alternative, my Executor may demand in writing, addressed to the Trustee of the Trust, an
amount necessary to pay all or part of these items, plus claims, pecuniary legacies, and
family allowances by court order. I authorize my Executor to receive and retain any of
my property; to sell at public or private sale, encumber or lease any property of my estate
without notice, at such prices and upon such terms as he/she deems best, and without the
The Last Will and Testament of Anneliese Mack
The Anneliese Mack Pour Over Will
giving of any bond, subject, however, to such confirmation as may be required by law; to
hold, manage and operate such property; to continue the operation of any business of my
estate, alone or in partnership with others, for such times and in such manner as deemed
advisable, or to sell or liquidate such business, and any such operation, sale or liquidation
shall be at risk of my estate and without liability on my Executor for any losses resulting
therefrom; to invest and reinvest surplus moneys in such investments as he/she deems
advisable; to determine what is principal and what is income of my estate and to allocate
and charge to either principal or income any debts, taxes and expenses of administration.
FOURTH: Disposition of All Property, Exercise of Power of Appointment. It is my
intention by this Last Will and Testament to dispose of my separate property, if any, and
also my share of the held property of my husband, Fritz K. Mack, and myself. I do not
intend hereby to exercise any power of appointment which I may have arising from that
Trust Agreement described in Paragraph SIXTH.
FIFTH: Disposition of Personal Effects. Except as provided in any written instructions
to my Executor regarding the disposition of personal effects, I give any interest I have in
all personal automobiles, clothing,jewelry, china, silver, books, pictures, and other warks
of art, household furniture and furnishings and all other items of domestic, household ar
personal use to husband, if he survives me. If my husband fails to survive me, I give
such property to the Trustee of that Trust Agreement described in paragraph SIXTH. The
bequests made by this paragraph shall be free and clear of estate and inheritance taxes,
which I direct my Executor to charge against the residue of my estate.
SIXTH: Disposition of Residue of Estate.
1. All the rest, residue and remainder of my estate, both real and personal and of
whatever kind and wherever situated, including all of my separate property, if any, and
my share of the jointly held property of my husband and myself, I give, devise and
bequeath to the individual or bank then acting as Trustee under the certain Trust
Agreement designated as The Fritz K. Mack and Anneliese Mack Revocable Living
Trust, signed earlier this day and bearing the same date as this Last Will and Testament,
of which my husband and I are Co-Trustors and Co-Trustees, to be combined with the
other assets of the trust and held, administered and distributed as a part of that trust,
according to the terms thereof and any amendments made to it prior to my death. It is my
intent, if it be permissible, not to create a separate trust by this Last Will and Testament
and not to subject, The Fritz K. Mack and Anneliese Mack Revocable Living Trust, or
property added to it by this Subparagraph (1) to the jurisdiction of probate court. Should
I be the Surviving Spouse, as defined by such Agreement, tl�e distributions under this
Paragraph SIXTH shall be to TRUST A only.
2. If for any reason the disposition of Subparagraph(1) is not operative or is invalid, or if
the trust refened to in Subparagraph (1) fails or has been revoked, the I give the rest,
residue and remainder of my estate, including my share of the jointly held property, to the
individual(s) or bank which would have been Trustee of such trust had such trust been
operative, valid and unrevoked at the time of my death, to be held, administered and
The Last Will and Testament of Anneliese Mack
,�„ ,��, �, ,.�.�
The Anneliese Mack Pour Over Will
distributed under the terms and conditions of The Fritz K. Mack and Anneliese Mack
Revocable Living Trust, signed earlier this day and bearing the same date as this Last
Will and Testament, which trust is incorporated herein by reference.
3. Anything else herein to the contrary notwithstanding, should any portion of such trust
be terminable upon my death, the disposition made in this paragraph SIXTH shall be
made directly to the beneficiaries for whom the outright disposition from the trust shall
be made, and the remainder which will remain in such trust, if any, shall pass into such
trust under the provisions of Paragraph SIXTH (1) or(2), as the case may be.
4. Should the Trustee of that Trust described in Paragraph S:IXTH (1) or (2) elect not to
pay any or all of the estate, gift or inheritance taxes from such trust, then, to the extent
they are not so paid, all taxes levied by the United States or any state, district, territory or
possession thereof upon or because of any property passing under this Last Will and
Testament or any Codicil thereto or by reason of any transfer or gift made by me during
my lifetime or at my death, or which may be imposed by reason of my death, or the
acquisition of property of any person upon my death by succession, inheritance,
survivorship or otherwise, shall be paid out of the residue of my estate as an expense of
administration. My Executor is authorized to accept any distributions from the Trustee of
that trust described in Paragraph SIXTH (1) or(2) for purposes of such payment.
SEVENTH: Omitted Heirs; Will Contests, Except as otherwise specified in this Will. I
have intentionally and with full knowledge omitted to provide for my heirs at the time of
my death. If any beneficiary under this Will attacks any of its provisions or the trust
described in Paragraph SIXTH herein, directly or indirectly, any share or interest in my
estate given to such person under this Will is hereby revoked, and such share or interest
shall be distributed in the same manner provided herein as if such person had predeceased
me.
EIGHTH: Partial Invalidity. Should any part, clause, provision or condition of this Will
be held to be void, invalid or inoperative, then I direct that such invalidity shall not affect
any other provision hereof, which shall be effective as though such invalid provisions had
not been made.
IN WITNESS WHEREOF, I have signed and subscribed my name to this Will this
�"� day of �c�h . , 200�.
/�rwr�..�i�.e�Q.�_��(`.�(�
Anneliese Mack
The Last Will and Testament of Anneliese Mack
� nr�,_i �,.r�
The Anneliese Mack Pour Over Will
The foregoing instrument, consisting of this and L �.(--_5) preceding typewritten
pages was signed, sealed, published and declared by Anneliese Mack, the Testatrix, as
and for her Last Will and Testament in her presence and in the presence of each of us and
all of us together; and the Testatrix, upon declaring this document to be her Last Will and
Testament, requested each of us to sign the same as attesting witnesses; and we thereupon
signed our names hereto as such witnesses, in the presence of the Testatrix, and in the
presence of each other, on this c�`�day of �Cr G1 , , 200�. We further state that
each of us believes that, at the time she executed the foregoing instrument, the Testatrix
was of sound mind and memory, of lawful age, and did so execute it as her own free act
and deed and not under the unlawful influence of any person.
��c,�,, ��s+� residing �(�r �a �.� I���.'<��,,�'�, at
�—�
��� �. �8az�,�cwJ residing �'t�t,J �u,,,�,ete�c:,,2�� Qi¢ at
/ ��1:;���;;�
The Last Will and Testament of Anneliese Mack
The Anneliese Mack Pour Over Will
AFFIDAVIT OF ATTESTING WITNESSES
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF YORK
Anneliese Mack, L��et dcr a 1 and ��c� �iF ��,°� , the Testatrix
and the Witnesses whose names are signed to the attached or foregoi g instrument, being
duly qualified according to law, depose and say:
(1) That they are, respectively, the Testatrix and the Witnesses whose
signatures appear on the attached or foregoing Last Will and Testament;
�
(2) That, on b . � , 200 O , in the presence of each of the
undersigned Witnesses, Anneliese Mack, signed and executed her name to the attached or
foregoing Last Will and Testament at the end thereof and each of the undersigned
Witnesses saw the Testatrix sign and execute the Last Will and Testament;
(3) That, at the time she signed and executed the Last Will and Testament,
the Testatrix declared the instrument so signed and executed by her to be her Last Will
and Testament;
(4) That the Testatrix signed willingly and executed the Last Will and
Testament as her free and voluntary act for the purposes therein expressed;
(5) That each of the undersigned subscribing Witnesses, at the request of
the Testatrix, and in her sight and presence and hearing, and in the sight and presence and
hearing of each other, thereupon signed as a Witness thereto;
(6) That the Testatrix, at the time of the execution of the Last Will and
Testament, was at least eighteen(18) years of age;
(7) That, in the opinion of each of the undersigned Witnesses, the
Testatrix was, at the time she signed the Last Will and Testament, of sound mind,
memory and understanding;
(8) That, in the opinion of each of the undersigned Witnesses, the
Testatrix was, at the time she signed the Last Will and Testament, under no constraint or
undue influence and not in any respect incompetent to make a Last Will and Testament;
(9) That the Testatrix could read, write and converse in the English
language;
The Last Will and Testament of Anneliese Mack
�, nr�i.� nrn ,
The Anneliese Mack Pour Over Will
(10) That the Testatrix was not suffering from any defect of sight, hearing
or speech or from any physical or mental impairment which would affect her capacity to
make a valid Last Will and Testament;
(11) That the Testatrix signed only one copy of the Last Will and
Testament on such occasion.
(12) That each of the undersigned Witnesses was acquainted with the
Testatrix or examined proof of Testatrix's identity at the time the Last Will and
Testament was witnessed.
��L.�nn 1., :k�it.1'�f2 •�LstCXii.'LC
Testatrix
S�Z.r�, ��"""�,r.�N\
�� W1tri8SS
��,,.:�:.�,. �. l�r���
' Witness
Subscribed sworn n acknowled d before me by Anneliese Mack, the Testatrix, and
by _ �a �.� Yo �r�r , and > - �-� , Witnesses, this � day of
�G�ti , 200 c• .
-�,� I ,� .
���. ,/r/
I� ,.��'�l
Notarial Seal '
Gien R.Wantje Jr.,Notary Pubiic Notary Public
North Fayette Twp.,Alfegheny County
My Commission Expires Nov.10,2003
Member,Pennsylvania Association of Notaries
My Commission Expires: �' f .___
The Last Will and Testament of Anneliese Mack
�-� ui w i i �rorr
z�-l.�-�-�r
,_�
�-� � .�� �
� �, �� �
=�- � -� �"� c7
I��;I�1U��CIA.7['I�i�; ' ,:h �-� � � �
rv � .:::3
, � ;->
� REGISTER OF ��'ILLS =� � � �r;
:3
� �?�nn�e�Ic�.v�c�COLTNTY, PE�'�i`�YL�'.�NI� � �.._, �. ::�
� �� _ q�y
_j +� `r,� ca
� ` t--' �T�
Estate of ( e � � � �.. , Deceased
��
I, `�� e ��S QJ'���ly��,��".��in nry capacity/relationship as
(Print Name)
G of the above llecedent, hereby renounce the right to
administer the Estate of the Decedent and respectfully request that Letters be issued to
� e_ � �- ��o.��
S � /� ��'� � '� .���'���
(Date) (Sign ture) _
��� �� 1;���'�� � � \
� (S!r etr9dclre s) C�� ('�
( /Gt / "� �
(Ciry,Stale.Zip) �
Executed in Register's Office Executed ocrt ofRegister's Office
Sworn to or affinned and subscribed Before the undersigned personally appeared the
before me this /yt� day party executing this renunciation ��nd certified
of � � ,: ;/5 . that l�e or sl�e executed the renunciation for the
� purposes stated within on this day
of ,
1,.��'I.� - � � �%L ���� -
Deputy for Register of ills Notary Public
'� My Commission Expires:
(Signature and Seal of Notary or other official qualifizd to
adminisfer oaths. Sho:v date of expiration of Notary's Commission.)
Fornt RlV-06 rev. l0.13.06